Baker Vermögensverwaltung GmbH (BVG) is an asset management company headquartered in Frankfurt am Main, Germany, and a member of Baker Brothers Advisors, one of the world’s leading family investment institutions. Since its establishment in 2023, BVG has specialized in providing systematic and tailored asset allocation and wealth management services to high-net-worth individuals, family offices, and institutional investors.

Our core strength lies in our deep expertise in multi-asset strategies, cross-market allocation, and risk budgeting. BVG is actively involved across multiple asset classes, including equity investments, bond allocation, private equity, digital assets, and OTC block trades. Through the use of structured instruments and a global macro perspective, we construct investment portfolios that perform across different economic cycles.

Our allocation philosophy includes:
🔹 Goal-Based Allocation: Focusing on clients’ financial objectives and liquidity needs
🔹 Cross-Asset Management: Optimizing risk-return profiles and enhancing portfolio resilience
🔹 Dynamic Rebalancing: Responding to market changes and mitigating downside risk

On the product level, BVG offers full-cycle solutions covering public funds, dedicated mandates, private equity platforms, and bespoke structured products. These are supported by strong local execution capabilities and global research resources to ensure seamless implementation of our strategies.

Our guiding principle is professional allocation and strategy-driven performance, with a commitment to building a long-term, stable, and transparent path to wealth growth for our clients.

BVG – Professional allocation for sustainable asset growth.